Are the Kids Alright? (Planning for the Next Generation)

Date: Wednesday, June 5, 2019
Time: 1:00pm - 4:30pm
Location: Montgomery County Community College - College Hall
Speaker: M. Eileen Dougherty, CTFA,CFP®,AEP®,ChFC®; Kim Fahrner, Attorney, of Heckscher, Teillon, Terrill, & Sager P.C.; Bryan P. Tracy, CFA, CFP® of Haverford Trust

This program will cover communication within families about their assets and the structure of their estate plans. We will cover the unique planning challenges facing the different generations and how technology will now play a significant role. Also included will be a review of the legal issues surrounding required notices, the rights of beneficiaries and the proper handling of digital assets.

Will offer attendees 3 hours of CE Credit for CLE (1 hour Ethics), CPA, CFP, CTFA and PACE

1:00pm-4:30pm, followed by Cocktails/Hors d'oeuvres from 4:30-5:30pm

Registration 12:45pm-1:00pm

The Montgomery County Community College – College Hall

340 DeKalb Pike, Blue Bell, PA, enter from Morris Rd

 

Thank you to our Sponsors:

 

 

The Montgomery County Foundation, Inc.

      To assist you in charitable giving we offer: Donor Advised Funds, Designated Funds, Field of Interest, Scholarship Funds, and Agency Endowments. They all make a difference! The Montgomery County Foundation, Inc., 4 Sentry Parkway East, Suite 302, Blue Bell PA 19422. Please call our office at 484 532 7387. The Montgomery County Foundation, Inc. is a 501(c)3 nonprofit public charity.  Your donations are tax deductible as allowable by law.

 

                       

 

                     

 

                                          

Related Document(s):

Register Now

Add to My Outlook Calendar (see Google Calendar Instructions)

See Upcoming Event Calendar